Landscaping — Seasonal Service / Lawn Care
Inbound landscaping or lawn care inquiry. Captures property size, service type, and frequency.
When this runs
classifies this work type when the caller says things like:
How the call goes
3 surface rules tied to missing field definitions. Urgent first.
Clarify exactly which services — mowing alone vs. full-service landscaping are very different scopes.
important“What are you looking for — just mowing, or do you need additional services like trimming, edging, mulching, or cleanups?”
Field: Services needed
Ask about lot size — this drives the quote more than anything else.
important“Do you know your approximate lot size? A quarter acre, half acre, or larger?”
Field: Approximate lot size
Ask about HOA — some HOAs dictate mowing frequency, hedge height, and mulch type.
normal“Do you have an HOA with any specific landscaping requirements?”
Field: HOA requirements
Extracted without a dedicated prompt
extracts these from the transcript in real time. If the caller does not mention them naturally, staff can confirm them during wrap-up.
Guardrail signals
If staff says anything matching one of these examples, an urgent warning surface is created.
Quote a final price before seeing the property.
Guarantee a specific weekly day without checking route availability.
Promise to remove large trees without an arborist assessment.
When the call ends
Before staff can end the call, walks them through a wrap-up checklist, then prepares the captured fields for the work record.
Wrap-up checklist
- Confirm service address
- Confirm callback number
- Schedule estimate or walkthrough
- Send confirmation
Then creates a appointment encounter with:
- Caller name
- Callback number
- Service address
- Property type (residential / commercial)
- Approximate lot size
- Services needed
- Frequency (one-time / weekly / biweekly / seasonal)
- Current lawn/yard condition
- HOA requirements
- Existing irrigation system
- Preferred start date
- Budget range
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